My Comments: As someone who has a home mortgage, I’ve long enjoyed the abilty to write off the interest I pay against my taxable income. If these folks are right, I’ll be eligible for a tax credit instead of an expense item and I may very well enjoy a higher benefit. But if you think …
Continue reading How the Mortgage Interest Deduction Could Change
My Comments: I met Bob Doll some twenty years ago when he was a regional VP for Oppenheimer Funds. At least that’s what my memory tells me about him. Today, he is one of the most influential money management gurus on the planet. His thinking is more often than not, spot on. By Joyce Hanson, …
Continue reading Bob Doll Judges His Top 10 Predictions for 2013
My Comments: The title of this article implies it was directed toward me, someone who works in financial services and who has clients who depend on the skills and experience I've gained over these past many years. Those of us who profess to be professionals and assume a fiduciary role with respect to our clients, …
My Comments: The world of real estate is something I don't fully understand. The part I do understand is that home buyers play a large role in an economic recovery following a crash like the one we've been through recently. Here is a commentary that suggests the reasons for home prices going up rapidly these …
The original plan was to post these every week. Some of you like to make your own decisions; giving up control is hard to do. This weekly recap will give you some insights as to what is going on right now. Enjoy...
My Comments: While I don’t worry about how folks around the world see the United States, I do find it interesting to read their observations from time to time. I grew up and was overseas when the phrase “ugly Amercian” gained popularity. It diminished over time until the Bush years when we attempted to impose …
Continue reading Arsonists Versus Architects: Republican Civil War
My Comments: This headline caught my attention. Perhaps you’ve read recently about student loans and how they can put a noose around the neck of a college graduate, a noose that stymies rational planning for years, including marriage, buying a house, doing a lot of things that I never gave a second thought to when …
Continue reading Class of 2013: Your Degree Doesn’t Mean Squat
My Comments: This is certainly a different slant on things. As a financial planner and advisor these many years, running out of money has been the major threat for those of us thinking about retiring or who are already retired. How do we make sure we’re not broke before we die? Just what I need; …
Continue reading Biggest Retirement Threat? It’s Not Running Out Of Money
Helping Define Your Financial Future 